Note: All of the following dashboard cards can be arranged and positioned in the order of your preference (all customer dashboards will be displayed using the same configuration). To do this, click the Cog iconon the Dashboard tab in the left menu. Drag and drop the cards to your liking, and click Save. To ignore all changes, click Cancel. To change all of cards back to "factory settings," click Reset.

Appointments card

Here you will see the most recent appointments.

To view all appointments:

Click on the Arrow icon.

Note: This will take you to the Appointments page of the customer record.

Credit Score card

Here you will see the customer's credit score.

To go to the Credit section of the customer record:

Click on the Arrow icon .

Note: This will take you to the Credit page for the customer.

Emergency Contacts card

Here you will see the customer's emergency contacts with their priority listing.

To go to the Contacts section of the customer record:

Click on the Arrow icon .

Note: This will take you to the Contacts page of the customer record.

Interactive Service Provider card

On this card you can see the status of the Interactive Service Provider for the customer. If not yet connected, you can connect directly from this card by following the instructions below. If connected, the card will show the summary of the connection. Connecting to Alarm.com will also provide 2 more cards: Trouble Conditions and Best Practices. See below for more details.

Interactive Service Provider - Trouble Conditions card

This card will only show if the account is connected to Alarm.com. Any trouble conditions for the account will be listed here.

To go to the Interactive Service Provider section of the customer record:

Click on the Arrow icon .

Note: This will take you to the System page of the customer record. Scroll down to the Interactive Service Provider section.

Interactive Service Provider - Best Practices card

This card will only show if the account is connected to Alarm.com. The Best Practices and their statuses will be listed here.

To go to the Interactive Service Provider section of the customer record:

Click on the Arrow icon .

Note: This will take you to the System page of the customer record. Scroll down to the Interactive Service Provider section.

Notes card

On this card you will see the most recent notes for the customer.

To view or edit a note:

Click on the Edit icon on the note row.

Make any desired changes.

Click Save.

To go to the Notes section of the customer record:

Click on the Arrow icon .

Note: This will take you to the Notes & Tasks page of the customer record.

Tasks card

This card will show a summary of all tasks, including: total outstanding tasks; number of tasks with high, medium, and low priority, as well as tasks with no priority; and the number of overdue tasks for each category.

To go to the Tasks section of the customer record:

Click on the Arrow icon .

Note: This will take you to the Notes & Tasks page of the customer record.